Inside the Forum experience

Hear inspiring keynotes from Head of Blend, Nima Ghamsari, and other experts in banking, economics, and customer experience. Engage in dynamic breakout sessions, collaborate in industry roundtables, and connect with peers. Plus, enjoy golf, pickleball, and kayaking during your downtime!

Man presenting Deposit accounts Reimagined to a woman at a kiosk

Day 1

Sunday September 07

Day 2

Monday September 08

Day 3

Tuesday September 09

Day 4

WednesdaySeptember 10

Sunday September 07 Monday September 08 Tuesday September 09 WednesdaySeptember 10

9:00 a.m. - 2:00 p.m.

Activities

2:00 p.m. - 5:30 p.m.

Executive Session

6:00 p.m. - 9:00 p.m.

Executive Cocktail Hour & Dinner

9:00 a.m. - 2:00 p.m.

Networking Activities

12:00 p.m. - 6:00 p.m.

Registration

6:00 p.m. - 8:00 p.m.

Opening Reception

7:30 p.m. - 10:00 p.m.

Floating Hole Putting

7:00 a.m. - 8:30 a.m.

Breakfast

8:30 a.m. - 8:35 a.m.

Welcome & Housekeeping

8:35 a.m. - 9:30 a.m.

Keynote | AI and the Next Chapter of Origination

Nima Ghamsari, Head of Blend
Srinivasan Venkatramani, Head of Product, Technology and Client Operations

9:30 a.m. - 10:30 a.m.

Industry Speaker | The Effortless Experience: Conquering the New Battleground for Customer Loyalty

Matt Dixon, Best-Selling Author of The Effortless Experience

10:30 a.m. - 11:00 a.m.

Break & Partner Hub

11:00 a.m. - 11:30 a.m.

Mortgage Breakout

Beyond the Loan: Turning Retention into a Strategic Growth Lever

Consumer Banking Breakout

The Next Frontier: Designing Application-less, Hyper-Personalized Banking Experiences

11:35 a.m. - 12:05 p.m.

Mortgage Breakout

Growth Playbook: Home Equity as a Relationship Product

Consumer Banking Breakout

Beyond the Application: Smarter Cross-Sell Through Digital Engagement

12:05 p.m. - 1:00 p.m.

Lunch

1:20 p.m. - 2:05 p.m.

Roundtable discussions

– AI Think Tank
– Growth Engine 2.0: Rethinking the Top of Funnel
– Shift Engagement Left: Embedding It Directly Into the Digital Journey
– Deepening Customer Engagement

2:05 p.m. - 2:30 p.m.

Break & Partner Hub

2:30 p.m. - 3:45 p.m.

Innovation Showcase

4:00 p.m. - 6:00 p.m.

Free time / Meetings

6:00 p.m. - 9:00 p.m.

Cocktail Hour & Dinner

7:00 a.m. - 8:00 a.m.

Breakfast

8:00 a.m. - 9:15 a.m.

Closing Keynote

Nima Ghamsari, Head of Blend

9:15 a.m. - 10:15 a.m.

Roundtable Discussions

– AI for Back-office Automation
– Growth Engine 2.0: Rethinking the Top of Funnel
– Leveraging Verified Origination Experiences to Drive Better Outcomes
– Deepening Customer Engagement (Cross-sell ideas)

10:15 a.m. - 10:30 a.m.